The 1098-T form provides information to assist with filing for the education tax benefits/tax credit deductions, such as the Lifetime Learning Tax Credit, Hope Scholarship Tax Credit, or the Above-the-Line Tax Deduction for Qualified Higher Education Expenses. For more information, visit the IRS web site irs.gov/pub/irs-pdf/p970.pdf.

Why did I receive a 1098T?

The University of Chicago is required to provide a 1098-T form to any student that was enrolled and had qualified tuition billed during the previous calendar year to use in his/her review of tax filing.

What address will the 2016 1098T be sent to?

College student 2016 1098T’s will be sent to your Permanent Address and Graduate/Professional students will be sent to your Physical Address in my.uchicago.

How do I access the online version of my 1098T form?

Log onto my.UChicago go to myAccount – Retrieve Tax Forms or go to www.1098t.com. Online forms are sufficient for tax preparation as the 1098T is NOT required to submit when filing.

Why didn’t I receive a 1098T?

The University is only required to produce 1098T’s for Permanent Residents and Citizens. The University also produces documents for those Non-Resident Aliens who have a Tax Identification Number (ITIN) or Social Security Number (SSN) on file with the Office of the Registrar. If you are an International student and did not receive a 1098T and wish to do so please complete the W-9S form and submit it to the Office of the University Registrar by fax (773-702-3562) or in person at 1427 East 60th Street, the first floor of the Press Building.

I am in International Student and do not have a Social Security Number (SSN) or an Individual Taxpayer Identification Number (ITIN). Am I eligible to receive a 1098T?

If you are an International student and you do not have an SSN/ITIN, a 1098T cannot be generated for you. However, you may contact the Bursar’s Office to request a statement of your account in lieu of the 1098T. Send statement requests to bursar@uchicago.edu.

How are my charges reported?

The University reports amounts billed for qualified education expenses in Box 2 of the 1098T. We do not report payments made toward these charges.

My Social Security Number (SSN) is incorrect on my 1098T. Which Office should I contact to request a corrected 1098T?

You will need to contact both the Office of the Registrar and the Office of the Bursar:

You must present your Social Security Card to the Office of the Registrar before a corrected 1098T can be created.

Contact the Office of the Bursar after this correction is made to request a corrected version of your 1098T.

My name is incorrect on my 1098T. Which office should I contact to request a corrected 1098T?

You will need to contact both the Office of the Registrar and the Office of the Bursar:

You must present proof of your legal name (e.g. driver’s license, state id with photo, passport) to the Office of the Registrar.

Contact the Office of the Bursar after this correction is made to request a corrected version of your 1098T.

I received a stipend and this income is not reflected on my 1098T. Why not?

Students classified as Non-Resident Aliens will receive a separate tax document from University Payroll Services. Permanent Residents/Domestic students do not receive a tax document from the University reflecting stipend disbursements. These are considered self-reported income and should be included as such in tax filing. For more information https://www.irs.gov/taxtopics/tc421.html.